Joseph Ravotti is a financial advisor with Edward Jones in Maple Valley, WA, holding the CFP® and Series 66 designations and having eight years of industry experience. He worked at Zones Inc from 2014 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

William Shoemaker is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. He holds a Series 66 license and is based in Auburn, WA. Outside of his advisory work, Shoemaker has been involved with the Washington Alliance for Theatre Education, where he served as immediate past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Jeremy Meneray is a financial advisor with Ameriprise in Redmond, WA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Equitable Advisors and various retail and service companies. He is also involved with Heritage Wealth Advisors LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Cristiaan Priebe is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, his background includes positions at DoorDash and BC Accounting NW. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan O'Leary is a financial advisor with LPL Financial in Des Moines, WA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Waddell & Reed, VA Medical Center, and Shift4 Strategies, LLC. Outside of advising, he has served as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches.

Miriam Ahura is a Financial Consultant currently working with Fidelity Investments since 2023. In her role, she partners with clients to develop financial plans that align with their unique goals and priorities, continually reviewing these plans to adapt to life changes and new opportunities. Prior to her current position, Miriam gained experience as a Senior Private Banker at Wells Fargo Advisors from 2021 to 2023, and as a Private Banker at JPMorgan Chase from 2016 to 2021. Her expertise includes navigating financial decisions, retirement planning, and tax-efficient investing. Outside of her professional work, Miriam has personal interests that include cars, comedy, cooking and baking, fitness, food, and parenthood.

Gregory Lankston is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He has worked at Ameriprise since 2020 and previously held roles at Capstone CPAs and Squar Milner LLP. Outside of his advisory work, he owns and operates Lankston Advisory Group Inc., a tax preparation business, and serves as treasurer on the board of directors for Camden Park in Bend, Oregon. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jessica Pichora is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at the Washington Neurodiversity Project and held positions at Salesforce and Tableau. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Lane Mallula is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James and Associates, Inc. from 2018 to 2025, with additional experience at Milestone Technology and Moreau Excavation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Kevin Wall is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Nationwide Investment Services Corporation for five years before joining Ameriprise in 2022. Wall also manages an advisory business, Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service with written recommendation reports and ongoing advice focused on retirement income planning. The firm’s approach incorporates internal investment research and third-party data, with distinctive enrollment criteria and a specialized investment product ecosystem.

Erik Carlson is a financial advisor at Ameriprise with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2001 and holds a Series 66 designation. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research and modeling with tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Kappes is a financial advisor with Next Steps Advisors, Inc. in Bellevue, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Next Steps Advisors since 2015 and previously at Kms Financial Services, Inc. from 2014 to 2019. Next Steps Advisors, Inc. is an independent firm with a single advisor focus.

Brian Santiago Santos is a financial advisor at Rattlesnake Creek Capital LLC in Seattle, WA. He holds Series 63 and Series 65 licenses and began his advisory career in 2025. Prior to joining Rattlesnake Creek Capital, he held roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he manages inventory and data entry for PRODMEX LLC. Rattlesnake Creek Capital LLC is a small firm with two advisors.

Brian Barry is a financial advisor at Rattlesnake Creek Capital LLC in Seattle, WA, holding a Series 65 designation with one year of industry experience. He has previously worked at New Relic, Inc. and Cloudability. Outside of advising, he is the president and sole owner of Rattlesnake Creek Industries, Inc., a non-operating company used to hold personal investments in private companies. Rattlesnake Creek Capital LLC is a small firm with two advisors.